CRM CONSULTING

Seamless CRM unification for better efficiency and insights

Vegacompass, Business optimization through CRM domain & Tech knowledge

our approach

Our CRM System Migration

Managing multiple CRM systems can lead to fragmented customer data, duplication of effort, and disconnected teams. Unifying your CRM systems across your organization solves these challenges by centralizing customer information, streamlining processes, and improving collaboration between departments and business units, regions. Our CRM unification services ensure that your business operates with greater efficiency, transparency, and alignment.
With a unified CRM, your organization can operate more efficiently, improve customer interactions, and make data-driven decisions based on a single source of truth.

OFFERINGS

What we offer

Comprehensive CRM Assessment

We start with a full audit of your CRM platforms, analyzing workflows and data structures to create a unified, optimized system that supports all key functions.

CRM Consolidation & Migration Planning

Our team plans and executes a seamless CRM consolidation, ensuring data integrity and minimal downtime for smooth, efficient transitions.

Data Deduplication & Cleanup

We remove duplicates and inconsistencies, building your unified CRM on clean, reliable data for accurate reporting and decision-making..

Integration of Existing Systems & Tools

We connect your CRM with ERP, marketing, and support tools to enable a holistic view of customer interactions and efficient cross-departmental workflows.

Customization & Workflow Alignment

Our custom workflows support unique departmental needs, streamlining operations across sales, marketing, service, and finance teams.

User Training & Change Management

We guide your team through CRM unification with tailored training and change management, ensuring smooth adoption organization-wide.

Ongoing Support & Optimization

We provide continuous support, maintenance, and fine-tuning to adapt your CRM as your business evolves, ensuring long-term value.

case studies

Our success stories

Real stories, real success. Learn how we’ve helped businesses like yours grow and connect better with their customers. Our case studies highlight real CRM strategies that drive results and improve experiences

View all case studies

Bridging Boundaries: Seamless System Integration for Rainbow Hospitals

Rainbow Hospitals, a leading child care hospital in India, aimed to integrate its healthcare systems with WordPress while ensuring data privacy and system performance. The initiative required balancing customization with usability and managing change across hospital staff.

Seamless Synergy: Salesforce and ERP Integration for Fibro India

Fibro India aimed to improve operational efficiency and quoting accuracy by integrating Salesforce with their ERP system. The focus was on real-time pricing sync, order tracking, and eliminating manual data entry errors.

Talk to Our Experts

Book a session with our experts to explore customized CRM solutions for your business growth

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Hear about our work

Mr. Kiyani

Head Tabernacle Group, Tabernacle Health Group

“The technical and consulting team helped manage our healthcare program operations through mobile application seamlessly. The functionality was built to help setup end to end health program system management with data guidelines. A dedicated app to help streamline entire operations proved wonders.”

Mr. Mulla

CEO, Emmar Energy

"Thanks to this team, our team can now manage client relationships with ease. The CRM is intuitive, and their support team is always available to assist. We've saved countless hours in manual data entry!"

Mary Harrison

Former Head of Marketing-Hexagon

“Charu (CEO- Vegacompass) is a very hard-working person who can tackle any CRM problem with ease. We have worked together on several projects, and I found him a highly skilled and dedicated professional. His expertise in the field of CRM helped the company immensely. He’s also an all-around great guy to work with! I highly recommend him to anyone looking for help on their team or CRM project.”

Teddy Yip

Head of Services, DSG Group

"We struggled with volunteer data management until we partnered with Charu and team. Their CRM solution, data approach, support management optimized through Salesforce streamlined our processes and helped us manage our non profit efficiently. We've seen a 35% increase in volunteer retention and management!"

Chaitanya P

Operations Head, MaxxTrader - A Singapore Exchange firm

“With our previous CRM, we faced issues with data integration and reporting. Thutech (Now VegaCompass) team provided a seamless solution that helped us automate workflows and improve communication between departments for effective operations and sync between departments. Fantastic service!”

See Vegacompass in action

Watch our journey of delivering impactful CRM solutions that empower businesses worldwide